Osterhout, McKinney and Prather, P.A. - Florida Medicaid Law, Florida Elder Law, and Florida Asset Protection               FLORIDA MEDICAID, FLORIDA ASSET PROTECTION AND FLORIDA ELDER LAW SERVICES FOR THE ELDERLY OF FLORIDA.
Julie Osterhout JULIE OSTERHOUT
Elder Law Attorney
Of Counsel
Lance McKinney LANCE MCKINNEY
Certified Elder Law
Attorney
Beth Prather BETH PRATHER
Certified Elder Law
Attorney
Britton Swank BRITTON SWANK
Elder Law
Attorney

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SPECIAL NEEDS TRUSTS in FLORIDA

Special needs trusts can be established to help a person with a disability or an injury who needs public assistance benefits. Generally, a special needs trust is established to manage resources for the benefit of an injured or disabled person while maintaining their eligibility for public assistance benefits. This type of trust allows a beneficiary to retain resources like inheritances and personal injury settlements without disqualifying them from receiving Supplemental Security Income (SSI) or Medicaid benefits.

There are many decisions that a family must make, and it is important that an attorney who has experience in determining the availability of state and federal benefits and managing trusts, work with the families to secure the best possible quality of life and peace of mind for persons with disabilities or injuries.

The attorneys in our firm can assist families in the following areas:

• Selecting a qualified trustee
• Drafting a special needs trust
• Drafting special needs wills
• Estate planning
• Financial planning and legal assistance for persons with disabilities
• Personal injury/medical malpractice settlements
• Preparing a trust accounting
• Structured settlements
• Trust distribution

Lance McKinney is a member of the Special Needs Alliance.  The Special Needs Alliance is a national network of leading lawyers who are experienced and dedicated to helping enhance the quality of life for persons with disabilities by coordinating private and public benefit programs. 

Click for more information regarding the Special Needs Alliance.
 


 

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the Law Offices of Osterhout, McKinney & Prather
3783 Seago Lane
Fort Myers, Florida 33901
Phone: (239) 939-4888
Fax: (239) 277-0601